Briggs Wealth Management, Inc
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
15 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 46.8% | $4,398,331 |
| Technology | 20.4% | $1,918,968 |
| Industrials | 8.1% | $759,249 |
| Communication Services | 6.7% | $629,614 |
| Healthcare | 6.4% | $606,379 |
| Financial Services | 5.2% | $486,577 |
| Utilities | 4.0% | $373,257 |
| Consumer Cyclical | 2.5% | $230,951 |
Last Quarter's Activity
Export CSVSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VXUS | Vanguard Total International Stock ETF | 95,808 | $7,387,754 | |
| VB | Vanguard Morningstar Small-Cap ETF | 13,068 | $3,422,770 | |
| VXF | Vanguard Extended Market ETF | 8,976 | $1,847,260 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 20,705 | $1,554,945 | |
| VEA | Vanguard FTSE Developed Markets ETF | 8,207 | $525,904 | |
| IAU | Ishares Gold Trust | 3,965 | $349,554 | |
| VIG | Vanguard Dividend Appreciation ETF | 1,237 | $266,029 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 5,600 | $4,181,912 | 44.47% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,448 | $1,287,073 | 13.69% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,694 | $631,895 | 6.72% | |
| IDA |
Idacorp Inc
Utilities
|
Held | 2,467 | $373,257 | 3.97% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 1,009 | $360,586 | 3.83% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,410 | $358,097 | 3.81% | |
| DE |
Deere & Co
Industrials
|
Held | 456 | $289,254 | 3.08% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 6,354 | $269,028 | 2.86% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Held | 807 | $266,406 | 2.83% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 246 | $261,965 | 2.79% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 207 | $248,282 | 2.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 969 | $230,951 | 2.46% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 440 | $220,171 | 2.34% | |
| GLDM |
World Gold Trust
|
Held | 2,725 | $216,419 | 2.30% | |
| MTZ |
Mastec Inc
Industrials
|
NEW | 500 | $208,030 | 2.21% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.